Triton Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Triton Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$795K	Buy	1,047 +28	+3%	+$21.4K	0.24%	46
2026 Q2	$763K	Sell	1,019 -70	-6%	-$51K	0.23%	45
2026 Q1	$719K	Sell	1,089 -9	-0.8%	-$6.15K	0.27%	47
2025 Q4	$758K	Hold	1,098	–	–	0.29%	46
2025 Q3	$755K	Sell	1,098 -7	-0.6%	-$4.51K	0.29%	46
2025 Q2	$705K	Buy	+1,105	New	+$634K	0.3%	40
2024 Q4	$226K	Buy	+380	New	+$225K	0.12%	86

Other funds holding IVV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Triton Wealth Management's IVV Position: Q3 2026 in Review

Triton Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 2.7% in Q3 2026, buying an estimated $21.4K and bringing the position to 1,047 shares worth $795K. The position accounts for 0.24% of the portfolio, ranked #46.

Triton Wealth Management first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. 2,735 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Triton Wealth Management held 1,047 shares of iShares Core S&P 500 ETF worth $795K as of Q3 2026.
Triton Wealth Management bought 28 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $21.4K.
iShares Core S&P 500 ETF made up 0.24% of Triton Wealth Management's portfolio in Q3 2026, its #46 holding.
Triton Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Triton Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.